Privacy Policy

Our Privacy Policy 


At Banks Benefits Insurance Solutions we are committed to protecting your privacy as a visitor to this website and as our customer.   We value your confidence in us.


During the journey of our business relationship with you, we collect information about you that is necessary to assess your needs, quote a policy(s), issue a policy(s), and service your policy(s).  We pursue reasonable measures to confidentially protect your Protected Health Information (PHI) and Personal Identifiable Information (PII).

Information We Collect


Banks Benefits Insurance Solutions is the owner of the information collected on this website.  We will ask you to provide your personal information to us when you choose to chat with us, book a consultation, complete a Scope of Appointment form, apply for coverage, contact us, request a quote, and/or purchase an insurance policy from us.  We will also ask you to provide your personal information to us when you send e-mail to us from this website.  When you enroll in an insurance policy with Banks Benefits Insurance Solutions we will ask you to provide Protected Health Information (PHI) or Personal Identifiable Information (PII) as required to establish you as a policyholder with a given insurance carrier(s).  At which time, your PHI/PII will be shared with a carrier and other contracted entities. We will maintain a record of your information at the offices of Banks Benefits Insurance Solutions so we can service your policy and remain regulatory compliance with Center of Medicare Services and our insurance partners.  We do not sell any personally identifiable information to any third parties.


Contact Us or Quote Request


By submitting any of these forms, you agree that a licensed insurance agent my contact you by phone and/or email to discuss any of the following insurance products that Banks Benefits Insurance Solutions offers such as a Medicare Supplemental, Medicare Advantage, Part D, Dental, Vision, Life, Critical Care, and/or Long Term Care plan.


​External Sites


This website may contain links to third party websites that are not controlled by Banks Benefits Insurance Solutions. These third party links are made available to you as a convenience and you agree to use these links at your own risk.  Please be aware that Banks Benefits Insurance Solutions is not responsible for the content of third party websites linked to our website or their privacy policy.  Our Privacy Policy only applies to information we collect from you while you are visiting our website and while you are actively in a session with Banks Benefits Insurance Solutions.  If you should link to a third party website from our website, we strongly encourage you to review and become familiar with that website’s privacy policy.



If you have any questions and/or concerns about our privacy policy, content, our practices, or navigation within this website please contact us at 925-222-5226.


( 925) 222-5226


2872 Ygnacio Valley Rd  #125

Walnut Creek,  CA  94598


- A California licensed Health Insurance Agency

- Serve people eligible for Medicare

- Banks Benefits Insurance Solutions, License #0E07310 

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We are not connected with or endorsed by the United States government or the federal Medicare program

© 2018 by Banks Benefits Insurance Solutions